The average pay for a Portfolio Analyst is $22.59 per hour.
The average pay for a Portfolio Analyst is $62,093 per year.
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Job Description for Portfolio Analyst
A portfolio analyst holds an advanced position in finance. The duties of the portfolio analyst vary greatly according to the specific needs of their employer and industry, but these professionals are generally responsible for using appropriate investment tools to carefully prepare reports and detailed analysis on portfolios. They are in charge of conducting research on economic and business interests, as well as remaining up to date on all industry and legal changes or any other matters which may affect the portfolio. Individuals in this position also maintain records and databases, communicate with clients, and perform industry-specific duties. Portfolio analyst positions frequently require extensive use of investment software and systems specific to the company. The portfolio analyst often works as part of a team and may report to the portfolio manager.
Read More...- Create asset allocation studies, and test or confirm assumptions or constraints in the client profiling process.
- Respond to customer request and coordinate meeting materials for client meetings.
- Facilitate account result and funds investment.
- Research investment solution suite, and make recommendations for enhanced investment solutions.
Popular Employer Salaries for Portfolio Analyst
Portfolio Analyst Job Listings
Popular Skills for Portfolio Analyst
Survey results suggest that Portfolio Analysts put a wide range of professional skills to use. Most notably, skills in Performance Analysis, Investment Management, Microsoft Excel, and Portfolio Management are correlated to pay that is above average. Those listing Financial Modeling as a skill should be prepared for drastically lower pay. Financial Reporting and SAS also typically command lower compensation. Those familiar with Financial Analysis also tend to know Portfolio Management.
Pay by Experience Level for Portfolio Analyst
Pay by Experience for a Portfolio Analyst has a positive trend. An entry-level Portfolio Analyst with less than 5 years of experience can expect to earn an average total compensation of $61,000 based on 261 salaries provided by anonymous users. Average total compensation includes tips, bonus, and overtime pay. A Portfolio Analyst with mid-career experience which includes employees with 5 to 10 years of experience can expect to earn an average total compensation of $70,000 based on 72 salaries. An experienced Portfolio Analyst which includes employees with 10 to 20 years of experience can expect to earn an average total compensation of $80,000 based on 22 salaries. A Portfolio Analyst with late-career experience which includes employees with greater than 20 years of experience can expect to earn an average total compensation of $67,000 based on 5 salaries.
Pay Difference by Location
With a pay rate for Portfolio Analysts that is 30 percent greater than the national average, New York offers a comfortable salary for those in this profession. Portfolio Analysts will also find cushy salaries in San Francisco (+20 percent), Los Angeles (+18 percent), Boston (+13 percent), and Princeton (+4 percent). The lowest-paying market is St. Louis, which sits 23 percent below the national average, proving that location is a significant contributor to overall pay. Not at the bottom but still paying below the median are employers in Dallas and Indianapolis (22 percent lower and 21 percent lower, respectively).
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Key Stats for Portfolio Analyst
Gender
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Female
32 % |
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Male
68 % |
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Job Satisfaction
| Highly satisfied |
Rated 4 out of 5 based on 126 votes. |
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